Deals by stage
Sales opportunities with a stage, an estimated value and an owner.
DealsIn preparation
Sales opportunities under control.
This module is in preparation and not available yet. The description shows what it will include.
You manage deals by stage from first contact to close, with an estimated value and an owner.
You link a deal to the business partner, quotes and orders.
In short
The Deals module, which is in preparation, will manage sales opportunities by stage from first contact to close and link them to partners, quotes and orders.
Deals
What the module will include
Links to partners, quotes and orders
A deal follows on from the business partner, quotes and orders.
Overview and reporting
An overview of open and closed deals and simple reporting.
Who will the module suit?
For companies that want an overview of sales opportunities together with quotes and orders.
Deals
Frequently asked questions
Is the module available yet?
No, the module is in preparation. The app has a page describing it, but no data can be created or stored in it yet.
Updated
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